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niota-docs:grid-editing
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niota-docs:grid-editing [2020/12/13 17:14] admin |
niota-docs:grid-editing [2025/07/17 14:11] (current) |
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| Your local niota admin can configure e.g. | Your local niota admin can configure e.g. | ||
| - | the look and feel | + | **the look and feel**\\ |
| * theme - (color, background image, font) | * theme - (color, background image, font) | ||
| * language - Englisch/German | * language - Englisch/German | ||
| * branding - logo, claim | * branding - logo, claim | ||
| - | the tables and menue items you have access to | + | **tables and menue items you have access to**\\ |
| - | the functions and features you may use. | + | **functions and features you may use**\\ |
| However your admin configures the system there will be generic feautures which are explained below. | However your admin configures the system there will be generic feautures which are explained below. | ||
| Line 23: | Line 23: | ||
| {{ :niota-docs:gridedit_startscreen_01.jpg?nolink |}} | {{ :niota-docs:gridedit_startscreen_01.jpg?nolink |}} | ||
| - | + | \\ | |
| + | \\ | ||
| ==== Upper menu bar ==== | ==== Upper menu bar ==== | ||
| Line 31: | Line 31: | ||
| {{ :niota-docs:gridedit_uppermenubar_01.jpg?nolink |}} | {{ :niota-docs:gridedit_uppermenubar_01.jpg?nolink |}} | ||
| + | \\ | ||
| + | \\ | ||
| + | ==== Upper menu bar clickable icons ==== | ||
| - | === Upper menu bar clickable icons === | + | {{niota-docs:admin_area.png?nolink|}} **[[admin_pages | switch to admin pages]]**\\ |
| - | + | {{niota-docs:logout.png?nolink|}} **[[logout | log out]] **\\ | |
| - | {{niota-docs:admin_area.png?nolink|}} **switch to admin pages**\\ | + | {{niota-docs:user.png?nolink|}} **[[profile | change profile settings]]**\\ |
| - | {{niota-docs:logout.png?nolink|}} **log out**\\ | + | \\ |
| - | {{niota-docs:user.png?nolink|}} **profile settings**\\ | + | {{niota-docs:help_custom.png?nolink|}} **[[custom_help | custom help link]]**\\ |
| + | {{niota-docs:help_system.png?nolink|}} **[[system_help | system help link]]**\\ | ||
| + | \\ | ||
| \\ | \\ | ||
| - | {{niota-docs:help_custom.png?nolink|}} **custom help link**\\ | ||
| - | {{niota-docs:help_system.png?nolink|}} **system help link**\\ | ||
| - | |||
| - | |||
| ==== Lower menu bar ==== | ==== Lower menu bar ==== | ||
| Line 47: | Line 48: | ||
| {{ :niota-docs:gridedit_lowermenubar_01.jpg?nolink |}} | {{ :niota-docs:gridedit_lowermenubar_01.jpg?nolink |}} | ||
| - | + | \\ | |
| - | === Lower menu bar clickable icons === | + | \\ |
| + | ==== Lower menu bar clickable icons ==== | ||
| * catalog object (grid) selector | * catalog object (grid) selector | ||
| Line 55: | Line 56: | ||
| * category filter - only the catalog instances of the selected category will be displayed in the grid selector (to create categories check the related admin feature: #LINK) | * category filter - only the catalog instances of the selected category will be displayed in the grid selector (to create categories check the related admin feature: #LINK) | ||
| \\ | \\ | ||
| - | * {{niota-docs:double_arrow.png?nolink|}} **hide or display selectors**\\ | + | * {{niota-docs:double_arrow.png?nolink|}} **[[toggle_selector | hide or display selectors]]**\\ |
| - | * {{niota-docs:transactions.png?nolink|}} **transaction menu **\\ | + | * {{niota-docs:transactions.png?nolink|}} **[[transaction_menu | menu of available transaction]]**\\ |
| - | + | \\ | |
| - | + | \\ | |
| - | + | ||
| ==== Grid area ==== | ==== Grid area ==== | ||
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| {{ :niota-docs:gridedit_gridarea_01.jpg?nolink |}} | {{ :niota-docs:gridedit_gridarea_01.jpg?nolink |}} | ||
| + | \\ | ||
| + | \\ | ||
| + | ==== Grid area toolbar ==== | ||
| + | Depending on your access authorities and the configuration of the table you may find this clickable icons in the grid area toolbar. | ||
| + | {{niota-docs:import.png?nolink|}} **[[gridedit_excel_import | import from Excel sheet into database table]]**\\ | ||
| + | {{niota-docs:excel_import_partial.png?nolink|}} **[[gridedit_excel_partial_import | replace/update table from Excel sheet]]**\\ | ||
| + | {{niota-docs:export.png?nolink|}} **[[gridedit_excel_download | export and download Excel sheet]]**\\ | ||
| + | {{niota-docs:display_sp.png?nolink|}} **[[gridedit_callable | show callable objects (procedures)]]**\\ | ||
| + | {{niota-docs:save_path.png|?nolink|}} **[[gridedit_favourite | set current grid as favourite]]**\\ | ||
| + | {{niota-docs:reset_path.png|?nolink|}} **[[gridedit_favourite | reset favourite grid]]**\\ | ||
| + | {{niota-docs:search.png?nolink|}} **[[gridedit_advancedfilter | reload table and prompt for selections]]**\\ | ||
| + | {{niota-docs:grid_validation.png?nolink|}} **[[gridedit_advancedfilter | validate table constraints and lookup]]**\\ | ||
| + | \\ | ||
| + | \\ | ||
| + | ==== Grid edit features ==== | ||
| - | ==== Lower horizontal menu bar ==== | + | You can find edit features at the bottom of the grid. With additional configuration it can be displayed at the top of the grid too (as you can see on the picture upwards). |
| - | ===== Grid and its custom menu ===== | + | |
| - | The application's mostly used part. This is where data editing and other related acts happens. You can edit a row by double clicking on it. After selecting a row you can use the icons described below. | + | |
| - | + | ||
| - | ==== Grid toolbar ==== | + | |
| - | + | ||
| - | You can find grid editing toolbar at the bottom of the grid. With additional configuration it can be displayed at the top of the grid too (as you can see on the picture upwards). | + | |
| - | + | ||
| - | * {{niota-docs:add.png|add row}} add row: inserts a new row into the grid (and the database table). | + | |
| - | * {{niota-docs:edit.png|edit row}} edit row: edit the current row. | + | |
| - | * {{niota-docs:view.png|view row}} view row: opens the content of the row in a popup | + | |
| - | * {{niota-docs:delete.png|view row}} delete row: deletes the selected row(s) | + | |
| - | * {{niota-docs:reload.png|reload grid}} reload grid: reloads the grid content | + | |
| - | * {{niota-docs:search-grid.png|search}} search: opens the search input on the top of the columns. | + | |
| - | + | ||
| - | ==== Custom menu ==== | + | |
| - | This menu bar is set up according to the current user's rights and the settings of the catalog object instance (represented as a grid). It can hold various amount of menu items, but minimum one and maximum six. The menu items can be the followings: | + | |
| - | * {{niota-docs:export.png|excel export}} export: exports the content of the grid into an excel file. In the case of a master - detail setting, the content of the main table will be exported. | + | |
| - | * {{niota-docs:import.png|excel import}} import: imports an excel table into a database table. In the case of a master - detail setting, the content of the main table will be overwritten. Data import overwrites all of the data of the database table! | + | |
| - | * {{niota-docs:display_sp.png|open callable object table}} callable objects: opens the table of the available callable objects | + | |
| - | * {{niota-docs:save_path.png|favourite table}} favourite table: saves the current grid as favourite. After the next login table will be loaded automatically. | + | |
| - | * {{niota-docs:reset_path.png|reset favourite table}} reset favourite table: clears the favourite table setting. There won't be table load after login. | + | |
| - | * {{niota-docs:search.png|advanced filter}} advanced filter: loads a filter window for the grid. Details are set in the administrative surface. | + | |
| + | {{niota-docs:add.png|add row}} add row: inserts a new row into the grid (and the database table)\\ | ||
| + | {{niota-docs:edit.png|edit row}} edit row: edit the current row\\ | ||
| + | {{niota-docs:view.png|view row}} view row: opens the content of the row in a popup\\ | ||
| + | {{niota-docs:delete.png|view row}} delete row: deletes the selected row(s)\\ | ||
| + | {{niota-docs:reload.png|reload grid}} reload grid: reloads the grid content\\ | ||
| + | {{niota-docs:search-grid.png|search}} search: opens the search input on the top of the columns\\ | ||
| - | [[niota-docs:introduction|Back to introduction]] | ||
| - | [[niota-docs:administrative-interface|Next page: administrative interface]] | ||
niota-docs/grid-editing.1607876053.txt.gz · Last modified: 2025/07/17 14:11 (external edit)